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Parallel Advisors’s Morgan Stanley MS Stock Holding History

Parallel Advisors’s Portfolio MS Stock Details MS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$9.29M Buy
56,428
+638
+1% +$110K 0.17% 92
2025
Q4 		$9.9M Buy
55,790
+748
+1% +$125K 0.18% 84
2025
Q3 		$8.75M Buy
55,042
+357
+0.7% +$52.7K 0.16% 95
2025
Q2 		$7.7M Buy
54,685
+1,092
+2% +$134K 0.15% 105
2025
Q1 		$6.25M Buy
53,593
+916
+2% +$118K 0.14% 112
2024
Q4 		$6.62M Buy
52,677
+363
+0.7% +$44.7K 0.15% 109
2024
Q3 		$5.45M Buy
52,314
+815
+2% +$82.1K 0.13% 129
2024
Q2 		$5.01M Sell
51,499
-1,688
-3% -$161K 0.13% 122
2024
Q1 		$5.01M Sell
53,187
-282
-0.5% -$24.8K 0.14% 119
2023
Q4 		$4.99M Sell
53,469
-2,588
-5% -$207K 0.15% 113
2023
Q3 		$4.58M Buy
56,057
+13,244
+31% +$1.15M 0.15% 116
2023
Q2 		$3.66M Buy
42,813
+395
+0.9% +$33.8K 0.12% 144
2023
Q1 		$3.72M Sell
42,418
-493
-1% -$46K 0.13% 141
2022
Q4 		$3.65M Buy
42,911
+3,324
+8% +$283K 0.16% 96
2022
Q3 		$3.13M Buy
39,587
+1,950
+5% +$164K 0.14% 107
2022
Q2 		$2.86M Sell
37,637
-3,430
-8% -$281K 0.13% 113
2022
Q1 		$3.71M Buy
41,067
+11,505
+39% +$1.11M 0.15% 106
2021
Q4 		$2.9M Sell
29,562
-89
-0.3% -$8.87K 0.11% 136
2021
Q3 		$2.88M Buy
29,651
+1,058
+4% +$105K 0.12% 135
2021
Q2 		$2.62M Buy
28,593
+1,203
+4% +$103K 0.11% 137
2021
Q1 		$2.13M Buy
27,390
+661
+2% +$50.7K 0.1% 145
2020
Q4 		$1.83M Buy
26,729
+1,818
+7% +$104K 0.1% 146
2020
Q3 		$1.2M Buy
24,911
+151
+0.6% +$7.61K 0.07% 167
2020
Q2 		$1.2M Buy
24,760
+3,275
+15% +$138K 0.08% 160
2020
Q1 		$730K Buy
21,485
+6,584
+44% +$310K 0.06% 189
2019
Q4 		$762K Sell
14,901
-1,674
-10% -$79.2K 0.06% 223
2019
Q3 		$707K Buy
16,575
+4,495
+37% +$192K 0.06% 219
2019
Q2 		$529K Buy
12,080
+515
+4% +$23K 0.05% 231
2019
Q1 		$488K Buy
11,565
+1,812
+19% +$76.3K 0.05% 220
2018
Q4 		$386K Sell
9,753
-540
-5% -$23.6K 0.05% 232
2018
Q3 		$479K Buy
10,293
+4,438
+76% +$217K 0.06% 212
2018
Q2 		$277K Sell
5,855
-65
-1% -$3.4K 0.04% 279
2018
Q1 		$319K Buy
5,920
+27
+0.5% +$1.5K 0.05% 243
2017
Q4 		$309K Sell
5,893
-6
-0.1% -$303 0.05% 248
2017
Q3 		$287K Buy
5,899
+209
+4% +$9.69K 0.05% 257
2017
Q2 		$267K Buy
5,690
+776
+16% +$33.5K 0.05% 268
2017
Q1 		$214K Buy
4,914
+402
+9% +$17.8K 0.04% 285
2016
Q4 		$191K Buy
+4,512
New +$171K 0.04% 260

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Parallel Advisors's MS Position: Q1 2026 in Review

Parallel Advisors increased its Morgan Stanley (MS) stake by 1.1% in Q1 2026, buying an estimated $110K and bringing the position to 56,428 shares worth $9.29M. The position accounts for 0.17% of the portfolio, ranked #92.

Parallel Advisors first reported a position in MS in Q4 2016 and has held it in 38 quarters since. The position peaked at $9.9M in Q4 2025. 2,488 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Parallel Advisors held 56,428 shares of Morgan Stanley worth $9.29M as of Q1 2026.
  • Parallel Advisors bought 638 Morgan Stanley shares in Q1 2026, an estimated $110K.
  • Morgan Stanley made up 0.17% of Parallel Advisors's portfolio in Q1 2026, its #92 holding.
  • Parallel Advisors first reported a position in Morgan Stanley in Q4 2016 and has held it in 38 quarters since.
  • Parallel Advisors's Morgan Stanley position peaked at $9.9M in Q4 2025.
  • 2,488 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Parallel Advisors's 13F filing for Q1 2026, filed 7 May 2026.